See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,827 | $180,449-75.7% | $154,107-71.6% | $135,375-67.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -10.95% | 888.09%-899.0pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,230 | $6,035-63.0% | $5,298-57.9% | $4,779-53.3% |
| Participant deferral / active EE | $7,354 | $5,806+26.7% | $5,081+44.7% | $5,609+31.1% |
| Admin fee / account holder | $445 | $16,143-97.2% | $13,411-96.7% | $10,827-95.9% |